Exclusive webinar 9/27!

Advisors Talk About TAMPs:

A Game-Changer for Your Practice?

DATE:
Wednesday
September 27, 2023

TIME:
4:15 PM ET
1:15 PM PT

Today’s advisors need solutions that help them adapt their business quickly and create consistent processes that meet stringent regulatory requirements. Yet, 66% of advisors say they don’t really understand turnkey asset management platforms (TAMPs)* or know what role they should play in supporting their firm. What do the pain points, costs, investment decisions, and client communications look like? Hear the stories from a panel of advisors that made the leap.

Join this webinar as experts share how to:

Establish proven investment strategies that can be utilized repeatably for long-term success
Devote more time to building revenue and broadening client bases and spend less time on administrative work
Serve clients even better with modern solutions and technology, as well as the support of our practice management team of experts

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Vickie Lewin (Edwards) - Moderator

Senior Vice President & Chief Client Success Officer

AssetMark

Bruce Robertson

Financial Planner / Private Wealth Advisor

Lincoln Financial Advisors

Bob Bleier, CPFA

Wealth Advisor & Founding Partner

Montage Wealth Management

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.